· 2022–2024 · DOL EFAST2

LAKE SHERWOOD ESTATES ASSOCIATION — LAKE SHERWOOD ESTATES ASSOCIATION 401(K) PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20250925151402NAL0003611331001

LAKE SHERWOOD ESTATES ASSOCIATION

Form 5500-SF

FILING_RECEIVED

LAKE SHERWOOD ESTATES ASSOCIATION 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

14

Accounts w/ balance

11

Plan assets (EOY)

$214K

Net assets (EOY)

$214K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

52

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAKE SHERWOOD ESTATES ASSOCIATION.

Plan sponsor

Name

LAKE SHERWOOD ESTATES ASSOCIATION

EIN

43-1025328all filings

Address

PERSONAL AND CONFIDENTIAL PO BOX 10 · LAKE SHERWOOD, MO · 633571085

Phone

(636) 828-5777

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-25

Pension benefit codes

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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